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Legacy Financial Advisors’s DoorDash DASH Stock Holding History

Legacy Financial Advisors’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-974
Closed -$221K – 410
2025
Q4 		$221K Sell
974
-206
-17% -$48.3K 0.03% 372
2025
Q3 		$321K Buy
1,180
+330
+39% +$82.8K 0.04% 308
2025
Q2 		$210K Buy
+850
New +$170K 0.03% 328

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's DASH Position: Q1 2026 in Review

Legacy Financial Advisors sold out of DoorDash (DASH) in Q1 2026, closing a stake of 974 shares — an estimated $221K sold.

Legacy Financial Advisors first reported a position in DASH in Q2 2025 and held it in 3 quarters. The position peaked at $321K in Q3 2025. 1,018 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Legacy Financial Advisors reported no remaining DoorDash position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 974 DoorDash shares in Q1 2026, an estimated $221K.
  • Legacy Financial Advisors first reported a position in DoorDash in Q2 2025 and held it in 3 quarters.
  • Legacy Financial Advisors's DoorDash position peaked at $321K in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.